Elizabeth Perry

Elizabeth Perry

06 May, 2016

Portfolio Operations Manager

As the firm’s Portfolio Operations Manager, Elizabeth is responsible for managing equity and ETF trading . She works closely with each portfolio manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and trading operations. Elizabeth graduated from the University of Rochester with a B.S. in Chemical Engineering. Prior to Howe and Rusling, she worked in technical services at a healthcare IT firm in Madison, Wisconsin. She enjoys volunteering her time as a youth cheerleading coach in the town of Brighton.